Sales Operations Senior Analyst - Hybrid in Lexington, KY
About The Position
The Sales Operations Senior Analyst plays a key role in supporting the Trust Administration Operations teams through data analysis, reporting, quality assurance, and process improvement. This position is responsible for preparing client-ready reports and presentations, ensuring data accuracy, performing monthly quality audits and reconciliations of operational data and providing analytical support to the department. The ideal candidate is highly analytical, detail-oriented, and possesses advanced Microsoft Excel skills. If you live near Lexington, KY, you will enjoy the flexibility of a hybrid-remote role as you take on some tough challenges.
Requirements
- Bachelor’s degree in Business, Finance, Accounting, Analytics or a related field (or equivalent experience)
- 1+ years of experience in business analysis, financial analysis, or operations support or related field
- Advanced level of proficiency with Microsoft Excel skills including: VLOOKUP, Pivot Tables, Complex formulas, Graphs and data visualization, Macros, Data validation and conditional formatting
Nice To Haves
- Experience with eligibility administration platforms, health and welfare benefit systems, retirement plan administration systems, and related technologies
- Familiarity with employee benefits, health insurance, pension/retirement programs, including the operational processes that support their administration
- Knowledge of data reconciliation and quality control methodologies
- Process improvement mindset with experience documenting workflows and implementing efficiencies
- Strong analytical and problem-solving abilities
- Excellent attention to detail with a high level of accuracy
- Strong written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines
Responsibilities
- Develop, maintain and automate operational and client reporting, including reports, dashboards, graphs, charts, presentations, and meeting materials
- Perform data validation, quality assurance audits, and reconciliations across multiple systems to ensure data accuracy, process compliance, and timely resolution of discrepancies
- Analyze operational and financial data to identify trends, risks, opportunities, and actionable insights that support business decisions
- Collaborate with Operations, Account Management, and Leadership to enhance reporting processes, standardize documentation, and improve operational efficiency
- Identify, recommend, and implement process improvements and automation opportunities to increase accuracy, consistency, and productivity
Benefits
- comprehensive benefits package
- incentive and recognition programs
- equity stock purchase
- 401k contribution
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What This Job Offers
Job Type
Full-time
Career Level
Senior
